This annual program highlights the state of the microelectronics industry now and the outlook for the future. Robert Halliday, CFO of Applied Materials will moderate a panel of Wall St. analysts, who will share their points of view, and discuss issues such as the evolution/revolution in the electronics market, semi/semi CAPX industry structure and CAPX spend outlook, impact of continuing consolidation, increased manufacturing costs due to technology delays, new end markets and more. This year’s Bulls & Bears will look beyond the traditional focus and review the increasing impact of fabless design, and influence of companies such as Qualcomm and Apple on the supply chain. A joint CEO Summit / Bulls & Bears mixer will provide additional networking mixer opportunities.
You will learn
- Current cycle and emerging trends
- Equipment CAPEX outlook
- Trends in the industry's inventory and capacity utilization
- End market drivers/ outlook and impact on supply chain
- Mobility trends
- Growth in Datacenter market
- Trends in automotive market for ADAS and infotainment
- Other potential future drivers: Medical, Flexible print, Virtual Reality
- Outlook for China
- Mergers & Acquisitions
- Economic and technical challenges of next shrinks/ emerging memories
- Economics of legacy capacity growth to meet IoT demand
- Profit share vs. market share
Who should attend
• Chief Executive Officers/Presidents
• Chief Financial Officers
• Sales managers
• Business development managers
• Analysts
Agenda
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3:00pm - 3:30pm
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Networking Mixer
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3:30pm - 3:40pm
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Welcome and Opening Remarks
Robert Halliday, Chief Financial Officer, Applied Materials
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3:40pm - 4:25pm
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Panel Discussion
- Joseph Moore, Semiconductor Industry Analyst, Morgan Stanley
- C.J. Muse, Sr. Managing Director / Sr. equity research analyst, Evercore ISI
- Romit Shah, Managing Director, Nomura Securities Co.
- ​Harlan Sur, Executive Director, Equity Research, J.P. Morgan
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4:25pm-4:30pm
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Closing Remarks
Robert Halliday, Chief Financial Officer, Applied Materials
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Registration
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By June 3
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Starting June 4
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SEMI Member
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$35
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$55
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Non Member
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$35
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$55
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